See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,683 | $135,952-57.6% | $123,892-53.4% | $273,961-78.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,957 | $5,170+15.2% | $4,617+29.0% | $4,869+22.4% |
| Participant deferral / active EE | $11,160 | $6,343+75.9% | $5,984+86.5% | $5,287+111.1% |
| Admin fee / account holder | $44 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |